The Project Management section of the User Guide contains the following topics:
Create a Project | Daily Log/Site Diary | General Correspondence
Meeting Minutes | Project Admin | Purchase Order | Request for Information (RFI)
Scheduling | Smart Emails | Instruction Videos
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Daily Log/Site Diary - Add a Daily log entry
Navigate to your Management module and click on the Daily Log tool to access your project’s Daily Log.
Click on the day related to the entry you wish to log.
Select the type of entry you would like to add and type the related information.
Click the small floating paperclip button to reveal the attachment options for your Daily Log entry.
– Attach a plan/file from your document register to your notice
– Markup a plan from your document register and attach it to your notice
– Attach any form notice from your Management module to your notice
– Attach a photo or file from your device to your notice
Click the “SAVE” button on the top right-hand side of your screen to save your entry.
Daily Log/Site Diary - Edit a Daily Log entry
To edit an entry in your project’s Daily Log, follow the steps below.
Navigate to your Management module and click on the Daily Log tool to access your project’s Daily Log.
Click on the day that contains the entry you wish to edit.
Click the overflow button on the right-hand side of the related entry’s block and select “Edit” from the menu.
Make any changes to your entry’s information.
Click the small floating paperclip button to reveal the attachment options for your Daily Log entry.
Click the “SAVE” button on the top right-hand side of your screen to save your entry.
Daily Log/Site Diary - Remove a Daily Log entry
To remove an entry from your project’s Daily Log, follow the steps below.
Navigate to your Management module and click on the Daily Log tool to access your project’s Daily Log.
Click on the day that contains the entry you wish to remove.
Click the overflow button on the right-hand side of the related entry’s block and select “Remove” from the menu.
Daily Log/Site Diary - Search the Daily Log
You can search for Daily Log entries by description, type and between selected date ranges. To use the Daily Log search tool, follow the steps below.
Navigate to your Management module and click on the Daily Log tool to access your project’s Daily Log.
Click on the “SEARCH” button on the top right-hand side of your screen.
To search for Daily Log entries by description, company name or title, type into the “Search” text input.
You can also search by entry type, and/or within a certain date range.
Click the “SEARCH” button on the bottom right-hand side of the dialogue to display your list of search results. You can view a specific entry by clicking on the related entry tile.
You can create a Daily Log report based on your list of search results by clicking the “EXPORT” button on the top right-hand side of your screen.
The exported folder will be in “.zip” format, containing the Daily Log pdf report and all related attachments.
Example: Daily Log Report pdf file
Daily Log/Site Diary - Import Daily Log entries from another day
To import Daily Log entries from another day, follow the steps below.
Navigate to your Management module and click on the Daily Log tool to access your project’s Daily Log.
Click on the day you would like to add your imported entries too.
Click the “IMPORT ENTRIES FROM ANOTHER DAY” button, or click the overflow button on the top right-hand side of your screen and select “Import” from the menu.
Click to select the day you would like to import entries from.
Select the type of entries you would like to import from your selected day.
Click the “IMPORT” button on the bottom right-hand side of the dialogue to import entries into your selected day.
Daily Log/Site Diary - Export a Daily Log report
To export a Daily Log .pdf report, follow the steps below.
Navigate to your Management module and click on the Daily Log tool to access your project’s Daily Log.
Click on the “SEARCH” button on the top right-hand side of your screen.
To search for Daily Log entries by description, company name or title, type in to the “Search” text input. You can also search by entry type, and/or within a certain date range.
Click the “SEARCH” button on the bottom right-hand side of the dialogue to display your list of search results. You can view a specific entry by clicking on the related entry tile.
You can create a Daily Log report based on your list of search results by clicking the “EXPORT” button on the top-right hand side of your screen. The exported folder will be in “.zip” format, containing the Daily Log pdf report and all related attachments.
Example: Daily Log Report pdf file
Daily Log/Site Diary - Weather report in Daily Log
The weather in your project’s Daily Log is taken from the closest weather station to your project’s address.
We store a snapshot of your site’s weather data at 6:00 AM, 12:00 PM and 4:00 PM daily, including temperature, precipitation and wind.
We show and save your project’s weather from the date your project is created. Your project’s Daily Log will display the weather forecast for the next 7 days.
Note: If your project address is entered manually when it was created (instead of selecting an address from Google’s pre-defined list), your project’s weather may not be displayed.
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